+81.4%
CLDT vs VOO
+20.9%
+60.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -2.5% | +0.1% | -2.6% | -2.6% |
| 3M | +16.3% | +2.0% | +14.3% | +14.9% |
| 6M | +59.4% | +13.0% | +46.4% | +43.9% |
| YTD | +95.4% | +13.6% | +81.8% | +75.2% |
| 1Y | +81.4% | +20.1% | +61.4% | +52.6% |
| All | +81.4% | +20.9% | +60.5% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling